New Perspectives, Inc Wisdomtree U.S. Smallcap Fund Transaction History
New Perspectives, Inc
- $187 Million
- Q3 2024
A detailed history of New Perspectives, Inc transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, New Perspectives, Inc holds 31,446 shares of EES stock, worth $1.64 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
31,446
Previous 32,087
2.0%
Holding current value
$1.64 Million
Previous $1.51 Million
9.66%
% of portfolio
0.89%
Previous 0.81%
Shares
4 transactions
Others Institutions Holding EES
# of Institutions
149Shares Held
7.29MCall Options Held
9.7KPut Options Held
0-
Morgan Stanley New York, NY815KShares$42.5 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC802KShares$41.9 Million0.0% of portfolio
-
Ubs Group Ag688KShares$35.9 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN487KShares$25.4 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL389KShares$20.3 Million0.04% of portfolio